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Smallwood Wealth Investment Management, LLC: MUB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smallwood Wealth Investment Management, LLC on MUB, newest first. How the timeline and the estimate are built.

Smallwood Wealth Investment Management, LLC held 17,531 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,531 shares
    Change vs previous 13F -269 shares

    0.82% of the 13F portfolio, value $1,886,686.

    13F-HR 0001921304-26-000004 filed by Smallwood Wealth Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,800 shares
    Change vs previous 13F -120 shares

    1% of the 13F portfolio, value $1,889,470.

    13F-HR 0001921304-26-000003 filed by Smallwood Wealth Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,920 shares
    Change vs previous 13F -4,974 shares

    1% of the 13F portfolio, value $1,919,411.

    13F-HR 0001921304-26-000002 filed by Smallwood Wealth Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,894 shares
    Change vs previous 13F -2,951 shares

    1.25% of the 13F portfolio, value $2,438,061.

    13F-HR 0001921304-25-000006 filed by Smallwood Wealth Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 25,845 shares
    Change vs previous 13F -793 shares

    1.54% of the 13F portfolio, value $2,700,319.

    13F-HR 0001921304-25-000005 filed by Smallwood Wealth Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 26,638 shares
    Change vs previous 13F +1 shares

    1.77% of the 13F portfolio, value $2,808,808.

    13F-HR 0001921304-25-000003 filed by Smallwood Wealth Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 26,637 shares
    Change vs previous 13F -1,312 shares

    1.96% of the 13F portfolio, value $2,838,213.

    13F-HR 0001667731-25-000047 filed by Smallwood Wealth Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 27,949 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $3,036,142.

    13F-HR 0001921304-24-000004 filed by Smallwood Wealth Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).